Business Details
50 Years
experience
Expert Tax Services in Glendora, CA
Calvary Tax Service has been serving individuals and businesses since 1976, providing comprehensive tax solutions rooted in decades of collective expertise. Our team of Enrolled Agents and CTEC-registered professionals maintains rigorous continuing education to stay current with evolving tax regulations, ensuring accurate and strategic guidance. We specialize in personal and business tax preparation, audit representation, payroll services, and financial planning, with a focus on maximizing client refunds and compliance. Our staff brings over 85 years of combined experience, supported by seasonal professionals during peak tax periods, to deliver personalized service tailored to diverse financial situations.As proud members of multiple professional organizations, including the California Society of Enrolled Agents and the National Association of Tax Professionals, we uphold industry standards while fostering trust through transparent communication. Clients nationwide benefit from our commitment to resolving complex tax scenarios, offering referrals to trusted partners, and maintaining year-round availability. We prioritize customer satisfaction by combining technical proficiency with a personable approach, ensuring clients feel informed and supported throughout the tax process.
Services
Personal Income Tax Preparation
Tax Planning
Business Tax Returns
Bookkeeping Services
Payroll Services
Audit Representation
Financial Planning
Out of State Tax Returns
Details
- Year established: 1976
Highlights and features
- We have over 40 years of experience serving clients nationwide.
- Our team includes Enrolled Agents with IRS-recognized expertise.
- We offer free prior-year tax return reviews for new clients.
- We maintain memberships in 7 leading tax professional organizations.
- We provide personalized service with a focus on maximizing refunds.
Associations and certifications
- California Society of Enrolled Agents (CSEA)
- California Society of Tax Consultants (CSTC)
- California Tax Education Council (CTEC)
- Inland Society of Tax Consultants (ISTC)
- National Association of Tax Professionals (NATP)
- National Federation of Independent Business (NFIB)
- National Society of Accountants (NSA)
Services
Personal Income Tax Preparation
We prepare individual tax returns for all income types, including complex scenarios involving homeownership, investments, and international income. Our Enrolled Agents leverage IRS-recognized expertise to maximize refunds while ensuring compliance. Clients receive personalized guidance to navigate deductions, credits, and filing status decisions.
Business Tax Returns
We handle tax filings for businesses of all structures, including corporations, partnerships, and LLCs. Services include entity formation guidance, quarterly payroll tax filings, and year-end return preparation. Our team ensures compliance with federal and state regulations while identifying tax-saving opportunities specific to business operations.
Audit Representation
Our IRS-authorized Enrolled Agents provide audit defense services to protect clients during IRS or state tax examinations. We prepare documentation, communicate with tax authorities, and negotiate resolutions for discrepancies. This service covers both individual and business tax returns, minimizing financial risk and stress during audits.
Bookkeeping Services
We maintain accurate financial records for businesses, including accounts payable/receivable tracking, bank reconciliation, and financial statement preparation. Our bookkeeping ensures clean records for tax season and supports informed business decisions. Services are available monthly or as needed during tax preparation.
Payroll Services
We manage payroll tax calculations, withholding, and filings for businesses with employees. Services include generating paychecks, quarterly tax deposits, and year-end W-2/1099 preparation. Our system ensures compliance with federal and state employment tax requirements while saving business owners time.
People
Brandon Weeks
Owner & Enrolled Agent
Brandon Weeks, owner and Enrolled Agent since 2012, specializes in complex tax scenarios and maximizing client refunds. He maintains IRS-recognized credentials and prioritizes continuing education to stay current with tax law changes.
Renee McClellan
Enrolled Agent
Renee McClellan leverages her Enrolled Agent status to provide expert tax preparation and audit representation. She focuses on ensuring compliance while identifying opportunities for tax savings through strategic planning.
George Phillips
RTRP
George Phillips, a Registered Tax Return Preparer, specializes in individual tax returns and financial planning. He assists clients year-round with tax-efficient strategies and supports seasonal workload demands during peak periods.
Vickie Brent
Head Bookkeeper
Vickie Brent oversees bookkeeping operations, ensuring accurate financial records for business clients. She manages payroll processing and supports tax preparation by maintaining organized accounting systems throughout the year.
Kristen Levesque
Office Manager
Kristen Levesque coordinates office operations and client communications. She ensures smooth service delivery by managing appointments, client resources, and administrative workflows for the tax preparation team.
Questions
What tax services do you offer for individuals?
We prepare personal income tax returns, including complex scenarios involving homeownership, investments, and foreign income. We also offer tax planning and audit representation services.
Do you handle business tax filings?
Yes, we prepare corporate tax returns for all business structures and provide payroll services, entity formation guidance, and quarterly tax filings.
Can you help with IRS audit defense?
Our Enrolled Agents provide audit representation for both individual and business taxpayers, handling documentation and communication with tax authorities.
Is there a free tax review for new clients?
Yes, we offer a free review of prior-year returns for new clients to identify potential amendments that could create refunds or resolve errors.
What payment methods do you accept?
We accept all major credit cards for our tax preparation and related services.
